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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Carl Oppenheim is an investment advisor representative with Kovitz Investment Group Partners, LLC. Eric has been a registered representative since April 2000. Eric is based in Southfield, MI. Eric has previously worked at Telemus Investment Brokers, LLC, TIAA-CREF Individual & Institutional Services, LLC, Teachers Personal Investors Services, Inc., and Comerica Securities. Eric has expertise in various areas of investment including securities, insurance, mutual funds, fixed income, options, and variable contracts. Eric also has experience in retirement planning and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
MI
01/04/2025 - Present
Kovitz Investment Group Partners, LLC (Southfield MI)
MI
10/12/2009 - 02/05/2013
TELEMUS INVESTMENT BROKERS, LLC (SOUTHFIELD MI)
NC
02/11/2005 - 03/17/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
03/08/2006 - 12/31/2007
TEACHERS PERSONAL INVESTORS SERVICES, INC. (CHARLOTTE NC)
MI
04/24/2000 - 07/20/2004
COMERICA SECURITIES (DETROIT MI)
BOTH
Issued 06/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 04/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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